GXO Logistics' (NYSE:GXO) Conservative Accounting Might Explain Soft Earnings
May 17
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U.S. Logistics Industry Analysis
UpdatedMay 18, 2025
DataAggregated Company Financials
Companies26
- 7D5.8%
- 3M-10.9%
- 1Y-21.3%
- YTD-13.9%
In the last week, the Logistics industry is up 5.8%, with United Parcel Service up 5.7%. In contrast, the industry has lost 21% in the last 12 months. Looking forward, earnings are forecast to grow by 10.0% annually.
Industry Valuation and Performance
Has the U.S. Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 18 May 2025 | US$192.3b | US$234.7b | US$11.7b | 16.6x | 16.5x | 0.8x |
| Tue, 15 Apr 2025 | US$179.9b | US$234.5b | US$11.6b | 19.1x | 15.6x | 0.8x |
| Thu, 13 Mar 2025 | US$211.4b | US$235.7b | US$11.5b | 20.5x | 18.3x | 0.9x |
| Sat, 08 Feb 2025 | US$213.0b | US$233.9b | US$11.5b | 22.8x | 18.6x | 0.9x |
| Mon, 06 Jan 2025 | US$227.3b | US$233.5b | US$11.2b | 25.4x | 20.3x | 1x |
| Wed, 04 Dec 2024 | US$246.0b | US$233.7b | US$11.4b | 23.1x | 21.6x | 1.1x |
| Fri, 01 Nov 2024 | US$242.9b | US$231.9b | US$11.5b | 24.7x | 21.2x | 1x |
| Sun, 29 Sep 2024 | US$242.7b | US$229.8b | US$11.1b | 24.4x | 21.9x | 1.1x |
| Tue, 27 Aug 2024 | US$239.6b | US$229.8b | US$11.3b | 23.7x | 21.2x | 1x |
| Thu, 25 Jul 2024 | US$238.0b | US$228.6b | US$12.0b | 20.8x | 19.8x | 1x |
| Sat, 22 Jun 2024 | US$235.0b | US$228.6b | US$12.7b | 20x | 18.5x | 1x |
| Mon, 20 May 2024 | US$248.4b | US$228.6b | US$12.7b | 21.3x | 19.6x | 1.1x |
| Wed, 17 Apr 2024 | US$240.3b | US$230.2b | US$13.8b | 16x | 17.4x | 1x |
| Fri, 15 Mar 2024 | US$250.6b | US$231.7b | US$13.6b | 19.6x | 18.5x | 1.1x |
| Sun, 11 Feb 2024 | US$239.0b | US$233.1b | US$13.7b | 17x | 17.4x | 1x |
| Tue, 09 Jan 2024 | US$258.3b | US$241.0b | US$16.1b | 15.9x | 16.1x | 1.1x |
| Thu, 07 Dec 2023 | US$261.0b | US$241.7b | US$15.9b | 15.8x | 16.4x | 1.1x |
| Sat, 04 Nov 2023 | US$246.3b | US$243.6b | US$16.1b | 14.9x | 15.3x | 1x |
| Mon, 02 Oct 2023 | US$263.5b | US$248.9b | US$17.8b | 13.3x | 14.8x | 1.1x |
| Wed, 30 Aug 2023 | US$278.1b | US$250.6b | US$17.5b | 15.5x | 15.9x | 1.1x |
| Fri, 28 Jul 2023 | US$297.2b | US$258.4b | US$18.8b | 14.9x | 15.8x | 1.2x |
| Sun, 25 Jun 2023 | US$269.9b | US$258.4b | US$18.8b | 14x | 14.4x | 1x |
| Tue, 23 May 2023 | US$274.7b | US$260.8b | US$17.7b | 14.5x | 15.5x | 1.1x |
| Thu, 20 Apr 2023 | US$294.8b | US$266.9b | US$18.8b | 14.8x | 15.7x | 1.1x |
| Sat, 18 Mar 2023 | US$282.1b | US$266.6b | US$18.8b | 13.9x | 15x | 1.1x |
| Mon, 13 Feb 2023 | US$282.6b | US$269.7b | US$19.3b | 13.9x | 14.6x | 1x |
| Wed, 11 Jan 2023 | US$269.7b | US$272.1b | US$19.1b | 14.1x | 14.1x | 1x |
| Fri, 09 Dec 2022 | US$265.7b | US$272.6b | US$19.4b | 12.5x | 13.7x | 1x |
| Sun, 06 Nov 2022 | US$241.3b | US$271.9b | US$19.3b | 10.6x | 12.5x | 0.9x |
| Tue, 04 Oct 2022 | US$241.7b | US$270.7b | US$19.2b | 10.3x | 12.6x | 0.9x |
| Thu, 01 Sep 2022 | US$292.1b | US$268.7b | US$19.4b | 11.9x | 15x | 1.1x |
| Sat, 30 Jul 2022 | US$299.4b | US$266.7b | US$19.2b | 11.5x | 15.6x | 1.1x |
| Mon, 27 Jun 2022 | US$289.7b | US$264.1b | US$18.9b | 12.7x | 15.3x | 1.1x |
| Wed, 25 May 2022 | US$271.6b | US$262.2b | US$20.2b | 11.2x | 13.5x | 1x |
Price to Earnings Ratio
13.5x
Current Industry PE
- Investors are relatively neutral on the American Logistics industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.7x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 17% per year over the last three years,
- Revenues have also declined 3.6% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 5.34% | |
| Industrials | 5.63% | |
| Logistics | 5.80% | |
| Air Freight and Logistics | 5.80% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UPS United Parcel Service | US$101.32 | 5.7% +US$4.6b | -32.1% | PE14.7x | |
| FDX FedEx | US$229.51 | 5.4% +US$2.8b | -10.8% | PE14.1x | |
| CHRW C.H. Robinson Worldwide | US$100.28 | 12.7% +US$1.3b | 19.2% | PE23.4x | |
| EXPD Expeditors International of Washington | US$118.33 | 8.5% +US$1.3b | 0.4% | PE19.2x | |
| GXO GXO Logistics | US$42.27 | 6.6% +US$298.6m | -19.7% | PE64.5x |
